Let's start with the basics.
Is your household budget up-to-date?
We all need a bank account, but does your current bank offer an account with no monthly fees? And how would you like to actually get interest just for keeping your money in a bank account?
Through our various partnerships, we can help you set up a primary or secondary bank account with these and many other features. This could save you up to $200 per year!
And let's not forget commercial bank accounts… those can pay you interest too! (Visit our Commercial Services page to find out how we can help your business.)
Our firm offers a variety of services:
- Visa: Offered through affiliations.
- Bank Account / HISA (High Interest Savings Account): Bank account with no monthly fee that pays you a small interest and can be used as a primary account, secondary account or emergency fund.
- Secured Loans**: Do you require a top-up loan for your RRSP or TFSA? Offered through affiliations.
- Mortgages**: Whether you require a standard mortgage loan or a home equity line of credit, we can help you through our affiliations.
- Household Budgets: The first step to all your financial decisions. Our team can help you create a minimum monthly budget for free, then update it yearly or following any major changes in your situation.
- Portfolio Assessments: When was your portfolio last assessed? Our team can offer a free evaluation of your financial portfolio.
- Credit Restructuring**: Sometimes performing a reset is necessary. Offered through affiliations.
- Personal Income Tax Preparation: Offered by some of our team members.
From the beginning right up to retirement, we want to help you reach all your financial goals. Speak to a member of our team today.
** Please note that our firm does not employ mortgage brokers, bankers or licensed insolvency trustee as employees, agents or brokers. We work with third party firms who are licensed in those fields. Some of these firms pay us a finder's fee.